Be able to use the ABM account owner / role to assign tasks and leads in the "Create task" flow step | Community
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Grégoire_Miche2
Level 10
January 28, 2018
New

Be able to use the ABM account owner / role to assign tasks and leads in the "Create task" flow step

  • January 28, 2018
  • 1 reply
  • 815 views

When a lead is assigned to an account though the ABM module, that lead does not necessarily exist in the CRM or if it exists, if a lead, it might have no link to the CRM account.

Therefore, it would be very helpful if it was possible to use the link that ABM establishes between that new lead and the account to either assign the lead or assigna task.

-Greg

1 reply

February 4, 2020
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